MFC
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Morris Financial Concepts’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Morris Financial Concepts’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,524
Closed -$232K – 168
2023
Q4 		$232K Sell
6,524
-112
-2% -$3.78K 0.13% 87
2023
Q3 		$218K Buy
6,636
+43
+0.7% +$1.48K 0.15% 81
2023
Q2 		$227K Sell
6,593
-103
-2% -$3.6K 0.15% 82
2023
Q1 		$230K Buy
6,696
+4
+0.1% +$136 0.16% 75
2022
Q4 		$216K Sell
6,692
-3,508
-34% -$109K 0.17% 73
2022
Q3 		$294K Buy
10,200
+435
+4% +$14.4K 0.3% 49
2022
Q2 		$335K Buy
9,765
+108
+1% +$3.98K 0.32% 50
2022
Q1 		$375K Sell
9,657
-29
-0.3% -$1.12K 0.31% 47
2021
Q4 		$377K Buy
+9,686
New +$374K 0.31% 47

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return